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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
MWML
3976
M Wealth Management LLC
California
$256K +$257K +437 New
TS
3977
TradeWell Securities
Indiana
$255K +$257K +436 New
DP
3978
Denver PWM
Colorado
$255K +$96.6K +164 +61%
AWA
3979
Adapt Wealth Advisors
Georgia
$254K -$15.9K -27 -6%
RA
3980
Riversedge Advisors
Delaware
$254K +$589 +1 +0.2%
RJA
3981
Ross\Johnson & Associates
Minnesota
$253K +$255K +432 New
CMA
3982
Cedar Mountain Advisors
Oregon
$253K +$1.18K +2 +0.5%
BHWM
3983
Bay Harbor Wealth Management
Maryland
$252K – – –
SWMG
3984
Signature Wealth Management Group
Georgia
$251K – – –
TWA
3985
Talisman Wealth Advisors
New Jersey
$251K -$22.4K -38 -8%
MKC
3986
M. Kraus & Co
Vermont
$250K – – –
ONSWM
3987
Old North State Wealth Management
North Carolina
$250K -$17.1K -29 -6%
ACM
3988
Arcataur Capital Management
Wisconsin
$248K – – –
BIA
3989
Biondo Investment Advisors
Pennsylvania
$248K – – –
AFC
3990
Adaptive Financial Consulting
Ohio
$247K – – –
B
3991
Bellecapital
Switzerland
$247K -$40.1K -68 -14%
MCM
3992
McRae Capital Management
New Jersey
$246K -$40.7K -69 -14%
BC
3993
Barnett & Company
Tennessee
$246K – – –
TCOK
3994
Trust Company of Kansas
Kansas
$246K – – –
WCM
3995
Whitener Capital Management
North Carolina
$246K -$5.89K -10 -2%
CMP
3996
Coston McIsaac & Partners
Maine
$245K +$3.54K +6 +1%
DMIC
3997
Dixon Mitchell Investment Counsel
British Columbia, Canada
$244K – – –
HFO
3998
Heritage Family Offices
Arizona
$244K – – –
BBP
3999
Banco BTG Pactual
Brazil
$243K -$175K -297 -42%
IJWM
4000
Inman Jager Wealth Management
Mississippi
$243K +$244K +414 New
158 159
160
161 162